Civic Intelligence

Cfp Foundation

990PF • Fiscal year 2019 • EIN 76-0537479

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

11 Greenway PlazaHouston, TX 77046

(713) 830-3400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

19th percentile

$112,388

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

45th percentile

3.4%

Faster asset growth than 45% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

67%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$55,951,577

Up $1,823,837 (+3.4%) from 2018

Net Assets

Up

$55,951,577

Up $1,823,837 (+3.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$7,343,318

Up $2,938,746 (+67%) from 2018

Expenses

Up

$3,522,585

Up $118,046 (+3.5%) from 2018

Net Income

Up

$3,820,733

Up $2,820,700 (+282%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $16,673,697Liabilities 2011: $02011Assets 2012: $30,584,084Liabilities 2012: $02012Assets 2013: $38,623,990Liabilities 2013: $02013Assets 2014: $39,135,851Liabilities 2014: $02014Assets 2015: $42,424,299Liabilities 2015: $0Net Assets 2015: $42,424,2992015Assets 2016: $49,363,295Liabilities 2016: $13,304Net Assets 2016: $49,349,9912016Assets 2017: $53,127,707Liabilities 2017: $0Net Assets 2017: $53,127,7072017Assets 2018: $54,127,740Liabilities 2018: $0Net Assets 2018: $54,127,7402018Assets 2019: $55,951,577Liabilities 2019: $0Net Assets 2019: $55,951,5772019Assets 2020: $63,595,242Liabilities 2020: $0Net Assets 2020: $63,595,2422020Assets 2021: $68,111,569Liabilities 2021: $0Net Assets 2021: $68,111,5692021Assets 2022: $64,988,568Liabilities 2022: $0Net Assets 2022: $64,988,5682022Assets 2023: $59,184,469Liabilities 2023: $0Net Assets 2023: $59,184,4692023Assets 2024: $63,005,164Liabilities 2024: $0Net Assets 2024: $63,005,1642024

Highlighted filing

2019

Assets$55,951,577
Liabilities$0
Net Assets$55,951,577

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $652,738Expenses 2011: $1,000,351Net Income 2011: -$347,6132011Revenue 2012: $18,680,817Expenses 2012: $1,000,878Net Income 2012: $17,679,9392012Revenue 2013: $11,252,556Expenses 2013: $1,844,960Net Income 2013: $9,407,5962013Revenue 2014: $2,305,363Expenses 2014: $1,793,502Net Income 2014: $511,8612014Revenue 2015: $6,025,571Expenses 2015: $2,635,049Net Income 2015: $3,390,5222015Revenue 2016: $10,500,953Expenses 2016: $2,854,769Net Income 2016: $7,646,1842016Revenue 2017: $8,019,343Expenses 2017: $2,913,866Net Income 2017: $5,105,4772017Revenue 2018: $4,404,572Expenses 2018: $3,404,539Net Income 2018: $1,000,0332018Revenue 2019: $7,343,318Expenses 2019: $3,522,585Net Income 2019: $3,820,7332019Revenue 2020: $12,747,306Expenses 2020: $3,434,255Net Income 2020: $9,313,0512020Revenue 2021: $8,682,034Expenses 2021: $4,165,707Net Income 2021: $4,516,3272021Revenue 2022: $2,068,244Expenses 2022: $5,191,245Net Income 2022: -$3,123,0012022Revenue 2023: -$1,165,661Expenses 2023: $4,638,438Net Income 2023: -$5,804,0992023Revenue 2024: $8,040,782Expenses 2024: $4,220,087Net Income 2024: $3,820,6952024

Highlighted filing

2019

Revenue$7,343,318
Expenses$3,522,585
Net Income$3,820,733
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clayton M CrumExecutive DirectorFT$102,336$10,052$112,388
Gary T CrumPres/Treas.-$0--
Sylvie P CrumExec. VP-$0--
Filing and Contact Details

Filer

Filer Name
CFP Foundation
EIN
76-0537479
Phone
7138303400
Address
11 Greenway Plaza, Houston, TX 77046

Signing Officer

Name
Gary T Crum
Title
Pres/Treas.
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt063707834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt064398920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt057617494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt048827004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt046313253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt043981370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03121455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.212577
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03096134
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03121455
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt025321
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03121455
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011 Greenway Plaza Ste 2600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0770461103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Julie Crochet
IRS990PF/StatementsRegardingActyGrp/PhoneNum07138303400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gary T Crum
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Sylvie P Crum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02915000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See detail attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Foundations state zip code
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0included for efile
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077046
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02915000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0158315
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02963140
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03160071
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03121455
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03001756
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02963140
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gary and Sylvie Crum
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011 E Greenway Plaza Ste 2600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077046
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04437302
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04437302
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly traded securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-11-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01996896
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Difference between FMV and Tax Basis of donated securities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative service fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Dues and subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Foreign currency loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Office expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Partnership K-1 expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt063048
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2984
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3284
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058479
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1216
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3984
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4202155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0121527
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41968
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6202155
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Passthrough K-1 Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0210072
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0219011
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt087590
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt087590
TaxesSchedule/TaxesDetail/Amt036157
TaxesSchedule/TaxesDetail/Amt15774
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05774
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary T Crum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Pres/Treas.
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFP Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CFPF
ReturnHeader/Filer/EIN0760537479
ReturnHeader/Filer/PhoneNum07138303400
ReturnHeader/Filer/USAddress/AddressLine1Txt011 Greenway Plaza
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077046
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02020-11-05T12:47:36-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$63.0$0.00$63.0$8.04$4.22$3.82
2023Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$1.17$4.64$5.80
2022Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$2.07$5.19$3.12
2021Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$8.68$4.17$4.52
2020Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$12.7$3.43$9.31
2019Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$7.34$3.52$3.82
2018Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$4.40$3.40$1.00
2017Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$8.02$2.91$5.11
2016Detailed filing. Detailed filing data is available for this year.$49.4$0.01$49.3$10.5$2.85$7.65
2015Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$6.03$2.64$3.39
2014Summary only. Only limited summary data is available for this year.$39.1$0.00$2.31$1.79$0.51
2013Summary only. Only limited summary data is available for this year.$38.6$0.00$11.3$1.84$9.41
2012Summary only. Only limited summary data is available for this year.$30.6$0.00$18.7$1.00$17.7
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$0.65$1.00$0.35